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Tesla’s Battery strategy is in preparation for two of its most anticipated vehicles
Tesla has continued to attempt to improve its battery packs and cells despite being the industry leader in EV battery tech. Interestingly enough, the electric car company located in Silicon Valley has had some of the best vehicles in terms of EV range in the past ten years. While other car companies were struggling to equip their attempts at electric cars with 100 miles of usable range, Tesla was and has been pushing the envelope since the original Roadster in 2008.
But even though the company has facilitated several vehicles in its fleet to have over 300 miles of range, and one with over 400 miles, it hasn’t been enough to let Tesla’s battery engineers rest. Even though the Model S Long Range Plus configuration packs 402 miles of electric range, which is plenty for most drivers, Tesla has several cars in the works that pack considerably more range than that. These are also not your “run of the mill” EVs, either. They are the Tri-Motor Cybertruck and the next-gen Roadster.
Batteries are what drive an EV to be all that it can be. They are responsible for the range and the performance of the car, along with the motors and engineering of the chassis and body. However, battery tech is ultimately what decides if a vehicle is going to be a successful electric car or just another one to add to the list of underperforming automobiles.
The key to building a great electric car, like anything else, is starting at the foundation. When you want to make a great pizza, you start with great dough. When you want to make a great EV, you start with the battery cells.
The problem with batteries is that there are no two cells that are the same when the materials that are used within are concerned. Not only that, but sometimes the elements that make some batteries stable and help with energy density are controversial. This is the case with cobalt.
But before I go into a spiel about Tesla’s use of cobalt and how the company responsibly sources it, let’s stay on topic.
Tesla’s battery teams in Canada, led by Jeff Dahn at Dalhousie University, released a new paper this week that indicated an electrolyte solution could contribute to increased battery energy density, and could lead to an extended lifespan.
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The solution would be used to combat the effects of degradation, and would ultimately lead to a longer life span and increased energy density. Enter the Tri-Motor Cybertruck and Roadster.
Both of these cars have range ratings that are well above the Model S Long Range Plus variant. The Cybertruck’s Tri-Motor will have 500+ miles of range, and the Roadster will have 620 miles.
However, Tesla’s current cells are not capable of holding this amount of range. If the batteries are not capable of holding excessive amounts of energy density, they will not perform in the fashion that they were intended. Therefore, Tesla has to continue developing its cells to promote longer-range driving and a long lifespan.
Starting with the Cybertruck, which has an estimated range of “500+ miles,” according to Tesla’s website. Currently, Tesla does not have a battery pack released that is capable of that kind of range, so the batteries must improve. The Tri-Motor setup will certainly help with the towing capacity and acceleration. Still, the battery pack within the Cybertruck has to work efficiently to not only supply power to those motors, but it also has to maintain energy so it can keep range at a reasonable level.
With the Roadster, things are slightly different. This car will (more than likely) not be towing things or have excessive amounts of cargo in the back, so there isn’t as much involved with maintaining range through laborious work. However, it is one of the fastest cars ever made, and Elon Musk has said in the past that the range of the Roadster will be over 1,000 kilometers or 621 miles.
Ultimately, the development of Tesla’s cells has to continue to improve. Obviously, the battery packs for both of the vehicles that were talked about in this article will have battery packs that are larger than the 100 kWh packs that Tesla puts in the Performance variants of the Model S and Model X. But there is a chance that Tesla equips the Cybertruck and Roadster with smaller, more energy-dense batteries like the 2170 cells that are used in the Model 3 and Model Y.
Lucid’s reveal of the 517-mile range that their new EV, the Air, has, certainly must have lit a fire under the rear-ends of Tesla’s battery engineers. Tesla has had a reputation of being the EV company with the best range, and now that Lucid “technically” has the title for that, even though the car isn’t in production, Tesla will likely be gearing up for a takeback of that label.
Tesla’s battery strategy from here on out will be interesting considering other auto companies have proven they are capable of competing in terms of EV range. There is still the fact that Tesla is actually producing these cars on a massive scale and we know that the company’s cars can perform, we don’t know this about the other vehicles yet.
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Tesla Cybertruck is significantly different from traditional pickups on the market in a lot of ways. However, one feature that was recently modified with its interior was a highly requested characteristic that is present in other trucks, but was void from Cybertruck.
Tesla went with a five-seat configuration with Cybertruck: two in the front and three in the back. The spacious interior is matched with plenty of storage, especially up front, as a pass-through, center console, and other storage options, but some Tesla fans wanted something different: bench seating.
Bench seating is popular in many full-size pickups and allows three passengers to sit up front. The middle seat is usually accompanied by a fold-down storage unit with cupholders.
Tesla decided to opt for no bench seating up front, despite the fact that it equipped bench seating in the unveiling in 2019. Interior photos from the unveiling event from nearly six-and-a-half years ago show Tesla had originally planned to have a six-seat configuration.
This was adjusted after the company refined the design:
(Tesla Cybertruck interior configuration in 2019)
Despite Tesla abandoning this design, it does not mean owners were willing to accept it. One owner decided to modify their Tesla Cybertruck interior to equip that third seat between the driver’s and passenger’s thrones.
The fit is snug, and while it looks great, it is important to remember that this does not abide byregulations, as it would require an airbag to be technically legal. Please do not do this at home with your own Cybertruck:
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- Credit: @blueskykites
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- Credit: @blueskykites
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- Credit: @blueskykites
The Cybertruck is a popular vehicle in terms of publicity, but its sales have been underwhelming since first delivered to customers back in 2023. It’s hard to believe it’s been out for two-and-a-half years, but despite this, Tesla has not been able to come through on its extensive order sheet.
This is mostly due to price, as Cybertruck was simply not as affordable as Tesla originally planned. Its three configurations were initially priced at $39,990, $49,990, and $69,990. At release, Cybertruck was priced above $100,000.
This priced out many of those who had placed orders, which is the main reason Cybertruck has not lived up to its expectations in terms of sales. The adjustments to the specific features, like the removal of the bench seat, likely did not impact sales as much as pricing did.
This modification shows some creativity by Tesla owners, but also shows that the Cybertruck could always be the subject of a potential refresh to include some of these features. Tesla routinely adjusts its vehicle designs every few years, so maybe the Cybertruck could get something like this if it chooses to refresh its all-electric pickup.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Tesla Cybertruck undergoes interior mod that many owners wanted
Tesla CEO Elon Musk drops massive bomb about Cybercab
